Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.91M Sell
2025
Q1
$1.38M Buy
2024
Q4
$892K Buy
2024
Q3
$532K Buy
2024
Q2
$402K Sell
2024
Q1
$703K Sell
2023
Q4
$778K Buy
2023
Q3
$508K Sell
2023
Q2
$1.43M Buy
2023
Q1
$361K Sell
2022
Q4
$583K Buy
2022
Q3
$79K Sell
2022
Q2
$1.45M Buy
2022
Q1
$1.29M Buy
2021
Q4
$1.51M Buy
2021
Q3
$15K Buy
2021
Q2
$7K Sell
2021
Q1
$1.1M Buy